The Circle Fund

990PF • Fiscal year 2012 • EIN 43-6400976

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile

125 Helfenstein Avenue63119

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

-2.1%

Faster asset growth than 42% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$382,654

Down $8,156 (-2.1%) from 2011

Net Assets

$382,654

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$21,089

Up $21,004 (+24711%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$382,654

Liabilities$0

Net Assets$382,654

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$21,089

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 15, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JANET M FRANE	Trustee	-	$0	-	-
PETER S FRANE	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	NERINX HALL HIGH SCHOOL	GENERAL	-	WEBSTER GROVES, MO, US	$5,000
Paid Grant	ST VINCENT DE PAUL SOCIETY	GENERAL	-	ST LOUIS, MO, US	$3,000
Paid Grant	MARY QUEEN OF PEACE	GENERAL	-	WEBSTER GROVES, MO, US	$2,500
Paid Grant	SISTERS OF LORETTO	GENERAL	-	WEBSTER GROVES, MO, US	$2,500
Paid Grant	MARY CULVER HOME	GENERAL	-	KIRKWOOD, MO, US	$2,000
Paid Grant	FISH OF SANIBEL	GENERAL	-	SANIBEL, FL, US	$2,000
Paid Grant	SHEPARD'S CENTER OF WEBSTERKIRKWOOD	GENERAL	-	GLENDALE, MO, US	$500

Filing and Contact Details

Filer

EIN: 43-6400976

Raw XML Appendix394 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	340193
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	1	38785
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	1	MONEY MARKET
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	0	355876
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2012-02-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2011-07-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2011-07-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	3	2008-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2012-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	3	2012-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	4	2012-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	5	2012-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	6	2012-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	DFA TWO YEAR GLOBAL FIXED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	DFA ONE YEAR FIXED INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	DFA TWO YEAR GLOBAL FIXED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	DFA ONE YEAR FIXED INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	DFA TWO YEAR GLOBAL FIXED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	DFA US LARGE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	DFA US MICRO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	7	CAPITAL GAINS DIVIDENDS
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IRS990PF/ExemptPF	0	X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	375243
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	18884
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	JANET M FRANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	PETER S FRANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	TRUSTEE
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	17500
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	17500
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	PETER FRANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	3149623428
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	125 HELFENSTEIN AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	WEBSTER GROVES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	MO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	63119
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	MO
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
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IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	NO SPECIFIC FORM REQUIRED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	PETER FRANE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	3149623428
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	125 HELFENSTEIN AVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	WEBSTER GROVES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	MO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	63119
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	2000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	2000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	6	3000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	MARY QUEEN OF PEACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	SISTERS OF LORETTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	MARY CULVER HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	FISH OF SANIBEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	SHEPARD'S CENTER OF WEBSTERKIRKWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	5	NERINX HALL HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	6	ST VINCENT DE PAUL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	5	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	6	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	676 W LOCKWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	590 E LOCKWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	221 W WASHINGTON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	1630 PERWINKLE WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	1333 W LOCKWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	530 E LOCKWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	100 N JEFFERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	WEBSTER GROVES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	WEBSTER GROVES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	KIRKWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	SANIBEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	GLENDALE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	WEBSTER GROVES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	ST LOUIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	63119
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	63119
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	63122
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	33957
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	63122
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	63119
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	63103
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	17500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	17500
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	18627
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	76304
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	1127
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	1127
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	75177
IRS990PF/UndistributedIncome/ExcessFromYear2	0	75177
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	17500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	75177
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	76304
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
TaxesSchedule/Taxes/Amount	0	3516
TaxesSchedule/Taxes/Amount	1	73
TaxesSchedule/Taxes/Category	0	FEDERAL INCOME TAXES
TaxesSchedule/Taxes/Category	1	FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	73
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	436400976
ReturnHeader/Filer/Name/BusinessNameLine1	0	THE CIRCLE FUND CO PETER FRANE
ReturnHeader/Filer/NameControl	0	CIRC
ReturnHeader/Filer/Phone	0	3149623428
ReturnHeader/Filer/USAddress/AddressLine1	0	125 HELFENSTEIN AVENUE
ReturnHeader/Filer/USAddress/City	0	WEBSTER GROVES
ReturnHeader/Filer/USAddress/State	0	MO
ReturnHeader/Filer/USAddress/ZIPCode	0	63119
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-05-15
ReturnHeader/Officer/Name	0	PETER FRANE
ReturnHeader/Officer/Phone	0	3149623428
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/PreparerFirm/EIN	0	431305800
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	UHY ADVISORS MO INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	15 SUNNEN DR SUITE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	ST LOUIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	63143
ReturnHeader/Preparer/Name	0	DENISE M PISCIOTTA
ReturnHeader/Preparer/Phone	0	3146151200
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-05-15T09:28:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $382,654
Liabilities: $0
Net assets: $382,654
Revenue: -
Expenses: $21,089
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.16	$0.00	$4.16	$0.21	$0.35	$0.14
2023Detailed filing. Detailed filing data is available for this year.	$4.40	$0.10	$4.30	$0.28	$0.50	$0.22
2022Detailed filing. Detailed filing data is available for this year.	$4.53	$0.00	$4.53	$0.17	$0.01	$0.16
2021Detailed filing. Detailed filing data is available for this year.	$4.37	$0.00	$4.37	$0.53	$0.00	$0.52
2020Detailed filing. Detailed filing data is available for this year.	$3.84	$0.00	$3.84	$0.08	$0.01	$0.07
2019Detailed filing. Detailed filing data is available for this year.	$3.77	$0.00	$3.77	$0.16	$0.02	$0.15
2018Detailed filing. Detailed filing data is available for this year.	$3.62	$0.00	$3.62	$0.42	$1.26	$0.84
2017Detailed filing. Detailed filing data is available for this year.	$4.46	$0.00	$4.46	$0.24	$0.10	$0.14
2015Summary only. Only limited summary data is available for this year.	$4.14	$0.00		$0.19	$0.03	$0.16
2014Summary only. Only limited summary data is available for this year.	$3.90	$0.00		$0.19	$0.03	$0.15
2013Detailed filing. Detailed filing data is available for this year.	$3.75	$0.00	$3.75	$0.19	$0.27	$0.08
2012Detailed filing. Detailed filing data is available for this year.	$3.83	$0.00	$3.83		$0.21
2011Summary only. Only limited summary data is available for this year.	$3.91	$0.00		$1.76	$0.00	$1.76
2010Detailed filing. Detailed filing data is available for this year.	$3.33	$0.00	$3.33		$1.25